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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-2445709 12671 WHITEHALL DR · FORT MYERS, FL 33907 | Accounting | $5,500 |
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $3,353 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 100226839 | Account maintenance fees; Recordkeepi... | $572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,876 | $55,453-76.8% | $170,435-92.4% | $62,293-79.3% |
| Participation rate | 64.1% | 66.4%-2.3pp | 83.6%-19.5pp | 69.5%-5.4pp |
| Annual return | 12.58% | 21.38%-8.8pp | 205.94%-193.4pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $789 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $98 | $455-78.4% | $13,881-99.3% | $479-79.5% |